Pamela Sloan is an Administrative Assistant for Feldmeyer Financial. She is an industry-trained professional with years of experience supporting advisors within the brokerage, retirement, and annuities business. She is trained in LPL systems such as ClientWorks and Account View to support new account openings and process high priority requests.
Before joining LPL, Pamela served as a virtual assistant at Cambridge Investment Research, where she supported the business needs of multiple advisors across the country. It was there that she specialized in helping advisors in the brokerage and retirement planning business. Before that, she worked at Harford Financial supporting advisors in the annuity business and serving their clients’ needs.
Pamela Sloan is currently studying to earn Series 7 and Series 24 licenses. She is a mother of three and a proud grandmother. She enjoys gardening and fishing in her free time and raising her pet rabbits and guinea pigs.